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Analyst
Willow Miller
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 1 company
GDDYGoDaddy4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
is GoDaddy offering more promotional pricing now versus previously?
Show response
Aman said the only new promotion is 50 free Airo credits; core promos remain the $4.99 one-per-new-customer domain offer.
Calendar 2026 Q1
Can you unpack A&C bookings growth? Was it largely impacted from the recent promotional activity in the quarter?
Show response
Mark attributed A&C bookings deceleration to two factors: go-to-market promotional offer allocation and W+M pricing/bundling pause. Confirmed Q1 was peak bookings impact and expects improvement through year.
Calendar 2025 Q3
is it fair to say your investments in AI can be offset by the efficiencies gained from internal use cases of AI?
Show response
Aman emphasized AI efficiency gains already demonstrated for over a year, not just hypothetical. Care organization has been leveraging efficiencies for 6 years. Direct and confident.
Calendar 2025 Q2
How should we think about the decel in the quarter? And does this continue through 2025? Just trying to figure out if there's a trough
Show response
Mark emphasized A&C at ~$2B run rate with no trough expected, noting comps get easier in H2. Direct and confident.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| GDDY GoDaddy | 4 | 0%none of 4 questions |
- GDDYGoDaddy · 4 questions0%none of 4 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing2
- Revenue Growth2
- Demand2
- Cloud & AI1
- Margin1
- Cost Pressure1